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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
501
Ethic Inc
New York
$387K +$52.2K +647 +16%
BCM
502
BTC Capital Management
Iowa
$385K +$33.2K +412 +9%
JWM
503
Jackson Wealth Management
Florida
$380K -$86.5K -1,072 -19%
SS
504
Simplicity Solutions
Minnesota
$380K +$122K +1,511 +48%
SB
505
Strategic Blueprint
Georgia
$378K +$114K +1,412 +44%
PCM
506
Parsons Capital Management
Rhode Island
$377K – – –
BAS
507
Brown Advisory Securities
Maryland
$376K -$128K -1,592 -26%
CW
508
CreativeOne Wealth
Kansas
$375K +$86.6K +1,073 +30%
IP
509
Ignite Planners
California
$374K +$2.1K +26 +0.6%
DAC
510
Dividend Assets Capital
South Carolina
$373K – – –
FC
511
FCA Corp
Texas
$370K – – –
ACI
512
Alpha Cubed Investments
California
$369K – – –
KMWM
513
Keudell/Morrison Wealth Management
Oregon
$368K -$233K -2,892 -39%
APW
514
Austin Private Wealth
Texas
$367K +$3.23K +40 +0.9%
SCM
515
Schnieders Capital Management
California
$365K +$49.5K +613 +16%
PA
516
Procyon Advisors
Connecticut
$364K +$362K +4,489 New
BL
517
Balentine LLC
Georgia
$362K +$360K +4,456 New
PI
518
PEAK6 Investments
Illinois
$361K +$440K +5,449 New
BCM
519
Beck Capital Management
Texas
$360K -$13.7K -170 -4%
RPCONE
520
Retirement Planning Company of New England
Rhode Island
$357K +$807 +10 +0.2%
WS
521
Wedbush Securities
California
$356K -$143K -1,766 -29%
JIC
522
Joel Isaacson & Co
New York
$355K – – –
CAN
523
Claraphi Advisory Network
United States
$355K +$353K +4,377 New
ACM
524
AlphaStar Capital Management
North Carolina
$354K +$86.1K +1,067 +32%
VBFG
525
Vishria Bird Financial Group
Tennessee
$351K – – –
19 20
21
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